WisdomTree Battery Sol.UE USD/ IE00BKLF1R75 /
| NAV2024-04-18 | Chg.+0.2687 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 30.5322USD | +0.89% | reinvestment | Equity Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | -17.79 | 11.83 | 6.30 | 9.05 | 7.56 | 10.20 | -1.58 | 7.27 | 22.05 | 15.65 | - |
| 2021 | 6.53 | -2.93 | -2.43 | 6.67 | 0.97 | 3.31 | 4.02 | 1.86 | -2.36 | 5.81 | -2.29 | -5.14 | +13.91% |
| 2022 | -10.12 | 3.95 | -0.71 | -12.37 | 4.22 | -7.71 | 4.99 | -2.36 | -13.27 | 5.50 | 7.70 | -8.14 | -27.44% |
| 2023 | 15.77 | -5.46 | -0.16 | -3.86 | -2.82 | 6.16 | 4.49 | -12.07 | -9.47 | -9.90 | 10.82 | 5.43 | -5.10% |
| 2024 | -12.62 | 4.99 | 1.24 | -3.69 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 16.56% | 19.26% | 18.63% | 19.45% | -% |
| Sharpe ratio | -2.15 | -0.39 | -1.44 | -0.85 | - |
| Best month | +5.43% | +10.82% | +10.82% | +15.77% | +22.05% |
| Worst month | -12.62% | -12.62% | -12.62% | -13.27% | -17.79% |
| Maximum loss | -13.99% | -15.99% | -29.26% | -47.70% | - |
| Outperformance | +6.86% | - | +55.13% | - | - |
All quotes in USD
Performance
| YTD | -10.55% | ||
|---|---|---|---|
| 6 Months | -1.85% | ||
| 1 Year | -22.85% | ||
| 3 Years | -33.17% | ||
| 5 Years | - | ||
| Since start | +24.46% | ||
| Year | |||
| 2023 | -5.10% | ||
| 2022 | -27.44% | ||
| 2021 | +13.91% | ||
